- Robert Half Finance & Accounting (Syracuse, NY)
- … estate tax and fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and audits ... non-taxable estates. This role involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many other company… more
- Neuberger Berman (New York, NY)
- …asset allocation, asset location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable + Exceptional written and ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust...dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer -… more
- US Bank (New York, NY)
- …tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk ... and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... FINRA requirements, Investment Advisors Act, Regulation Best Interest, Reg 9/ Fiduciary requirements, Federal and state insurance regulations, with expertise in key… more